Nabata Investment Group, LLC
RIAState Registered
Total AUM
$3.6M
Discretionary
$3.6M
100% of AUM
Avg account
$225K
Accounts
16
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 330616
- Website
- nabatainvestmentgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals55.28%
- HNWI41.67%
- Charitable Organizations3.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Nabata Investment Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and discretionary portfolio management primarily for individuals, families and small-business clients, and it also lists institutional clients. Its billing mixes an asset-based fee and hourly charges. The adviser does not present itself as a capital allocator, is not identified as an active ESG investor, and does not act as a pension consultant or related adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents23%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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